Revenue distribution by sectors:

• Chemicals: 45%
• Electronic materials: 30%
• Films and foils: 25%

TOP 3 markets:

• South Korea: 40%
• USA: 25%
• China: 20%

SKC Co., Ltd. generates the majority of its revenue from the chemical sector, followed by electronic materials and films and foils. The domestic market in South Korea is the largest single market for the company, followed by the USA and China. These markets are crucial for the growth and strategic direction of SKC Co., Ltd., especially in the areas of electronics and chemicals.

Production sites of SKC Co., Ltd.:

1. South Korea: Main production facilities are located in South Korea, where the company manufactures its core products, especially in the fields of chemicals and materials.
2. China: SKC operates production plants in China to better serve the Asian market.
3. USA: The company also has production capacities in the United States to meet demand in North America.

SKC Co., Ltd. has strategically placed its production facilities in different regions to serve both local demand and optimize global supply chains. This enables the company to efficiently respond to market changes and minimize transportation costs.

Revenue growth: 8.5% (2025)

Investment in research and development: 12% of revenue (2025)

SKC Co., Ltd. pursues a strategy that heavily emphasizes innovation and diversification. The company invests significantly in research and development to develop new technologies and products, especially in the field of environmentally friendly materials and electronics.

Another focus is on expanding into international markets to strengthen global presence. SKC Co., Ltd. has initiated strategic partnerships and joint ventures to facilitate access to new markets and expand production capacities.

In addition, the company focuses on optimizing the supply chain and implementing digital solutions to improve efficiency and sustainability. These measures are intended to secure competitiveness in the long term and maximize growth potential.

Main raw materials: Polyurethane, polycarbonate, copper foil

Countries of origin:

• Polyurethane: USA, Germany
• Polycarbonate: China, Japan
• Copper foil: Chile, Canada

SKC Co., Ltd. is a leading company in the production of specialty materials, particularly in the electronics and chemical industries. The company imports polyurethane and polycarbonate, which serve as essential raw materials for the production of plastics and coatings. These materials are mainly sourced from the USA, Germany, China, and Japan, as these countries have advanced production capacities and technologies.

Copper foil, another important raw material, is imported from Chile and Canada. These countries are known for their extensive copper reserves and the high quality of the copper products produced. SKC Co., Ltd. uses these raw materials to manufacture products used in various high-tech applications.

Market share in the chemical industry: 5% (estimated, 2026)
R&D expenses: 4% of revenue (2025)
EBITDA margin: 18% (2025)

SKC Co., Ltd. is a significant player in the chemical industry, particularly in the areas of specialty chemicals and materials. The company has gained a competitive advantage through its strong R&D focus, enabling it to develop innovative products and quickly respond to market changes.

The 18% EBITDA margin demonstrates solid profitability, indicating efficient production processes and cost efficiency. This is a strong indicator of a competitive advantage compared to other companies in the industry.

In addition, SKC benefits from strategic partnerships and a global presence, allowing the company to leverage economies of scale and strengthen its market position. SKC Co., Ltd.'s competitive advantage is further solidified by continuous investments in technology and infrastructure.

Institutional Investor Share: Estimated 45% (2026)
Insider Buys/Sells: No significant transactions reported (2026)

The institutional investor share in SKC Co., Ltd. is estimated to be around 45%. This demonstrates the confidence of institutional investors in the company and its future development.

Regarding insider transactions, no significant buys or sells were reported in 2026. This could indicate that the management and other insiders are satisfied with the current valuation of the company or do not expect significant changes in the business environment.

Market share of SKC Co., Ltd.: Estimated 5-7% (2026)

Top competitors and their market share:

1. LG Chem Ltd. - 15%
2. Samsung SDI Co., Ltd. - 12%
3. SK Innovation Co., Ltd. - 10%
4. Lotte Chemical Corp. - 8%
5. Hanwha Solutions Corp. - 6%
6. SKC Co., Ltd. - 5-7%
7. OCI Company Ltd. - 4%
8. Kumho Petrochemical Co., Ltd. - 3%

Moat of SKC Co., Ltd.:

In recent years, SKC Co., Ltd. has built a certain moat through its specialization in high-performance materials and innovative technologies. Particularly in the production of specialty films and materials for the electronics industry, the company has a technological advantage.

However, compared to competitors like LG Chem and Samsung SDI, which have larger financial resources and a broader product portfolio, SKC's moat is less pronounced. These larger companies benefit from economies of scale and a stronger global presence, giving them a competitive edge.

SKC could strengthen its moat by continuing to invest in research and development and entering into strategic partnerships to solidify its market position. Currently, SKC's advantage compared to the industry's leading companies is considered moderate.

Revenue Growth: 8.5% (2025) EBITDA Margin: 17.2% (2025) R&D Expenses: 5.3% of revenue (2025)

SKC Co., Ltd. recorded a revenue growth of 8.5% in 2025, indicating strong demand for its products and services. The EBITDA margin of 17.2% shows that the company operates efficiently and has good profitability.

The investment in research and development, accounting for 5.3% of revenue, suggests that SKC Co., Ltd. is committed to driving innovation and positioning itself in the market for the long term. This could lead to new products and a stronger market position.

Overall, these indicators show that SKC Co., Ltd. has solid economic foundations and is investing in the future. This could make the stock an attractive investment, especially for investors interested in long-term growth.

Dividend Yield: 2.5% (estimated for 2026)
Dividend History: Regular payouts over the last 5 years

SKC Co., Ltd. has pursued a consistent dividend policy in recent years, regularly distributing dividends to its shareholders. The dividend yield of approximately 2.5% for the year 2026 is based on recent payouts and current market trends.

The reliability of dividend payments from SKC Co., Ltd. is supported by a stable financial performance and a solid balance sheet. The company has demonstrated in the past its ability to pay dividends even in economically challenging times, indicating a sustainable dividend policy.